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The budget report and a budget tile - Product News

See budget, committed, paid and remaining for each Funding Round and Program, drill into any figure, download it, and keep the key figures on your Dashboard.

Published

ForAdministrators

What's new

  • A budget report. Data reports now has a built-in Budget report. For each Funding Round or Program it shows the budget, what your sent decisions have committed, what has been paid and refunded, net paid, what is still outstanding and what remains, with a Total row. Committed and net paid match the round's Budget panel. See See committed, paid and remaining against each budget.
  • Pick the period. Choose a financial year, starting on the day and month set in Settings > Organisation, or custom dates. Without a financial year set, the report offers custom dates from 1 January this year.
  • Every figure drills down. Select a figure to see the decision lines, payments, refunds or indexation entries behind it, and open the application from there.
  • Nothing is added that shouldn't be. Each currency gets its own total. In-kind support shows in its own columns, by unit (such as 10 laptops) and by value, and co-funded amounts sit apart from the cash columns.
  • Download it. Export CSV and Export XLSX download the rows for the same scope and period.
  • A Budget tile. Add a Budget visualisation to your Dashboard to see paid, committed and remaining for a round, a Program or everything, with a link to the full report.